+13.2%
DOCU vs LPLA
-19.1%
+32.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -1.6% |
| 7D | -3.2% | +7.6% | -10.9% | -4.1% |
| 30D | +15.7% | -9.5% | +25.2% | +17.2% |
| 3M | +37.3% | -16.3% | +53.6% | +40.9% |
| 6M | +63.1% | -8.0% | +71.1% | +64.8% |
| YTD | +15.4% | -15.5% | +30.9% | +14.7% |
| All | +13.2% | -19.1% | +32.3% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling